Steward case

CASE-002374

Name and date of birth agree but no identifier (member ID, SSN, phone, email or address) confirms it.

OpenCheckpointckpt-run-mvfoap9e-24331workflow paused, state held

Side-by-side comparison

Incoming TPA-63839 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-63839incoming	#1MBR-044001Tyelr Ortiz 0.831 rec. Best evidence: NameDate of birth	#2MBR-036254Tyler Ortiz 0.751 rec. Best evidence: Name
Name	Tyler Ortiz	Tyelr Ortiz	Tyler M Ortiz
Date of birth	1976-09-09	1976-09-09	1975-09-09
Member ID	— -	UHC-19323-44	—
SSN	•••-••-8748	—	—
Phone	—	4674587223	4674587223
Email	tyler.ortiz1@gmail.com	—	—
Address	9412 Highland Ave Apt 29 9412 HIGHLAND AVENUE Apt 29	—	—
City / state / ZIP	San Antonio, TX, 78265 SAN ANTONIO, tx , 78265	—	—
Group	—	GRP-5236	—
Plan	— UNKNOWN	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	TPA1 record	CLM ×11 record	CLM ×11 record

Evidence detail

How the scoring agent compared the incoming record to the record it matched inside each candidate

▶#1MBR-044001Tyelr Ortiz0.83

Matched against CLM-431346, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-431346Tyelr Ortiz1976-09-09Single record 1.00

▶#2MBR-036254Tyler Ortiz0.75

Matched against CLM-431347, 2 fields compared, weighted score 0.750

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-431347Tyler Ortiz1975-09-09Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39b27bea5c4c
Escalated TPA-63839, top score 0.83, candidates MBR-044001, MBR-036254

AI recommendation

Advisory only; the steward decides

The model can read the same side-by-side evidence and suggest link, new or reject with a rationale. It never decides.

Steward decision

Recording a decision resumes the paused workflow and updates the graph immediately

Decision

Link to Tyelr OrtizMBR-044001, score 0.83, 1 recordLinkLink to Tyler OrtizMBR-036254, score 0.75, 1 recordLinkConfirm as a distinct identityTPA-63839 stays on its own golden identity, marked verified.New identityReject record (quarantine)The record's identity is quarantined; nothing downstream may act on it.Reject

Rationale *

At least 8 characters (0/8)

ActorJ. Okafor (Data Stewardship)

Choose an option

Checkpoint: ckpt-run-mvfoap9e-24331
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-019315
Opened: 2026-10-19 19:54:36
Top score: 0.83